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Broadcom

3,816 hedge funds and large institutions have $604B invested in Broadcom in 2025 Q1 according to their latest regulatory filings, with 247 funds opening new positions, 1,771 increasing their positions, 1,542 reducing their positions, and 276 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 1,771 | Existing positions reduced: 1,542

0.02% more ownership

Funds ownership: 76.23%76.25% (+0.02%)

3% less funds holding

Funds holding: 3,9143,816 (-98)

11% less first-time investments, than exits

New positions opened: 247 | Existing positions closed: 276

15% less call options, than puts

Call options by funds: $14.1B | Put options by funds: $16.6B

28% less capital invested

Capital invested by funds: $842B → $604B (-$238B)

35% less funds holding in top 10

Funds holding in top 10: 839549 (-290)

Holders
3,816
Holders Change
-98
Holders Change %
-2.5%
% of All Funds
51.16%
Holding in Top 10
549
Holding in Top 10 Change
-290
Holding in Top 10 Change %
-34.56%
% of All Funds
7.36%
New
247
Increased
1,771
Reduced
1,542
Closed
276
Calls
$14.1B
Puts
$16.6B
Net Calls
-$2.48B
Net Calls Change
+$819M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2851
Austin Wealth Management
Texas
$540K +$113K +534 +23%
FFS
2852
Fortress Financial Solutions
Arizona
$540K +$13.1K +62 +2%
OCPWS
2853
One Charles Private Wealth Services
Massachusetts
$539K +$107K +507 +19%
1WM
2854
1900 Wealth Management
Texas
$539K +$20.7K +98 +3%
BMC
2855
Benin Management Corp
Connecticut
$538K +$681K +3,216 New
MWM
2856
Melfa Wealth Management
Massachusetts
$537K +$22.9K +108 +3%
CQWA
2857
Chokshi & Queen Wealth Advisors
California
$537K -$2.22M -10,500 -77%
EA
2858
Echo45 Advisors
California
$536K +$111K +526 +20%
IJWM
2859
Inman Jager Wealth Management
Mississippi
$535K -$52.7K -249 -7%
WCG
2860
Weaver Consulting Group
California
$535K +$74.1K +350 +12%
ACC
2861
Acorn Creek Capital
Colorado
$534K -$271K -1,279 -29%
GWA
2862
Gutierrez Wealth Advisory
Arkansas
$533K +$67.9K +321 +11%
MWA
2863
MFA Wealth Advisors
Pennsylvania
$533K +$159K +751 +31%
PFS
2864
Prospect Financial Services
New York
$532K +$113K +532 +20%
SHFA
2865
SC&H Financial Advisors
Maryland
$532K -$21.2K -100 -3%
LSL
2866
Legacy Solutions LLC
Pennsylvania
$531K +$8.47K +40 +1%
VAG
2867
VisionPoint Advisory Group
Texas
$530K +$169K +797 +34%
AAG
2868
Armstrong Advisory Group
Massachusetts
$529K
RA
2869
Riversedge Advisors
Delaware
$529K +$80K +378 +14%
MCM
2870
Mainstream Capital Management
California
$529K -$6.35K -30 -0.9%
OAM
2871
Occidental Asset Management
California
$527K +$92.7K +438 +16%
OP
2872
ORG Partners
Indiana
$526K -$627K -2,964 -50%
PCMU
2873
Paragon Capital Management (Utah)
Utah
$526K +$665K +3,140 New
CCAL
2874
City Center Advisors LLC
Michigan
$526K +$5.93K +28 +0.9%
GIA
2875
GHP Investment Advisors
Colorado
$522K -$50.8K -240 -7%

AVGO Hedge Fund Activity: Q1 2025 in Review

3,816 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q1 2025, worth a combined $604B — down 28% from $842B a quarter earlier.

Sellers outnumbered buyers: 276 funds closed out of AVGO and 247 opened new positions — a net loss of 29 holders — while 1,542 trimmed existing stakes and 1,771 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $3.81B. The largest seller was Capital World Investors, cutting an estimated $8.86B.

  • 3,816 institutional investors held Broadcom (AVGO) as of Q1 2025, down from 3,914 in Q4 2024.
  • Funds reported $604B of Broadcom stock for Q1 2025, down 28% quarter-over-quarter.
  • 247 funds opened new Broadcom positions in Q1 2025 and 276 closed out, a net change of -29 holders.
  • The largest Broadcom buyer in Q1 2025 was T. Rowe Price Associates, an estimated $3.81B added.
  • The largest Broadcom seller in Q1 2025 was Capital World Investors, an estimated $8.86B sold.

Based on aggregated 13F filings for Q1 2025.